+219.2%
VT vs AEHR
+1,846.7%
-1,627.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -0.1% | -8.5% | +8.4% | +0.2% |
| 30D | -3.1% | -29.6% | +26.6% | -1.6% |
| 3M | -3.5% | -43.9% | +40.4% | -1.2% |
| 6M | +0.5% | -38.7% | +39.2% | +0.7% |
| YTD | +10.8% | +195.0% | -184.3% | -0.4% |
| 1Y | +11.9% | +142.3% | -130.4% | +1.6% |
| 3Y | +73.0% | +143.1% | -70.2% | +49.3% |
| 5Y | +58.6% | +162.7% | -104.0% | +29.6% |
| 10Y | +219.2% | +1,940.1% | -1,720.9% | +120.3% |
| All | +219.2% | +1,846.7% | -1,627.5% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling